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Invesco S&P MidCap Quality ETF

420 hedge funds and large institutions have $3.33B invested in Invesco S&P MidCap Quality ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 168 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $3.36B → $3.33B (-$27.8M)

8% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 168

Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$910K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.66M
SWM
127
Sagace Wealth Management
Florida
$3.63M
PF
128
PlanVest Financial
Maryland
$3.52M
VCWM
129
Vista Cima Wealth Management
Arizona
$3.49M
GVAG
130
Great Valley Advisor Group
Delaware
$3.48M
ACA
131
Aptus Capital Advisors
Alabama
$3.45M
MPW
132
Melone Private Wealth
Michigan
$3.43M
MAC
133
Mason & Associates (California)
California
$3.39M
SPC
134
Sigma Planning Corp
Michigan
$3.35M
VWM
135
Venturi Wealth Management
Texas
$3.31M
CAG
136
Centerpoint Advisory Group
Kansas
$3.29M
PMWMG
137
Parr McKnight Wealth Management Group
Minnesota
$3.28M
KWM
138
Kingsview Wealth Management
Oregon
$3.17M
CWRP
139
Cassady Wealth & Retirement Planning
Nevada
$3.16M
NIWA
140
New Insight Wealth Advisors
California
$2.96M
JWCA
141
J.W. Cole Advisors
Florida
$2.94M
WA
142
Waverly Advisors
Alabama
$2.87M
BFO
143
Biltmore Family Office
North Carolina
$2.8M
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$2.78M
SA
145
Sovran Advisors
California
$2.78M
Goldman Sachs
146
Goldman Sachs
New York
$2.77M
UAS
147
United Asset Strategies
New York
$2.71M
TPA
148
Trivium Point Advisory
Connecticut
$2.7M
CW
149
CreativeOne Wealth
Kansas
$2.67M
RWA
150
Redhawk Wealth Advisors
Minnesota
$2.56M